Profile
Mr. Frank M.
Garcia is a Co-Chief Investment Officer & Wealth Advisor at Resource Consulting Group, Inc. He prepares, implements, and monitors financial plans.
He also manages and rebalances client portfolios.
Mr. Garcia completed his bachelor’s degree in finance from the University of Central Florida.
He is a Certified Financial Planner professional and a Chartered Financial Analyst charterholder.
He is an Accredited Investment Fiduciary and a board member for the CFA Society Orlando.
Former positions of Frank Matthew Garcia
Companies | Position | End |
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Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Chief Investment Officer | 2021-12-31 |
Training of Frank Matthew Garcia
University of Central Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |
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